Filed March 1, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,184 | $94,529-41.6% | $140,016-60.6% | $64,186-14.0% |
| Participation rate | 96.3% | 84.1%+12.2pp | 87.5%+8.8pp | 69.6%+26.7pp |
| Annual return | -4.98% | 7.77%-12.8pp | 651.12%-656.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,372 | $3,812-37.8% | $5,606-57.7% | $2,381-0.4% |
| Participant deferral / active EE | $4,256 | $5,250-18.9% | $6,927-38.6% | $3,470+22.7% |
| Admin fee / account holder | $2,331 | $6,741-65.4% | $10,705-78.2% | $4,888-52.3% |